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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,515 | $209,336+52.6% | $197,124+62.1% | $137,256+132.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.89% | 48.09%-44.2pp | 44.34%-40.5pp | 220.34%-216.4pp |
| Employer contribution / active EE | $55,000 | $6,591+734.5% | $6,227+783.2% | $4,156+1223.4% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,533,090 | $17,308+8757.9% | $16,298+9306.6% | $12,270+12394.5% |